M Holdings Securities, Inc.

Broker-Dealer

Position in TSLA — Tesla, Inc.

CIK 1569638 PORTLAND, OR

Position in TSLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,420,038

-$9,425,434 QoQ

Shares Held

15,264

-64.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#1,052

of 4,245 holders

Holding Since

Sep 2020

21 quarters on record

Consumer Cyclical · as of Jun 30, 2026

M Holdings Securities, Inc. holds $6,420,038 across 1 Auto Manufacturers name. TSLA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TSLA	Tesla, Inc. This page	15,264	$6,420,038

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,420,038	15,264	-64.2%	Shares	Sole	2026-08-11
2026-03-31	$15,845,472	42,624	+10.5%	Shares	Sole	2026-05-12
2025-12-31	$17,341,203	38,560	-30.8%	Shares	Sole	2026-02-11
2025-06-30	$17,692,073	55,695	+161.5%	Shares	Sole	2025-08-13
2025-03-31	$5,518,812	21,295	-2.7%	Shares	Sole	2025-05-13
2024-12-31	$8,834,403	21,876	+2.7%	Shares	Sole	2025-02-13
2024-09-30	$5,570,364	21,291	-10.0%	Shares	Sole	2024-11-12
2024-06-30	$4,683,028	23,666	+18.3%	Shares	Sole	2024-08-13
2024-03-31	$3,515,272	19,997	-7.0%	Shares	Sole	2024-05-14
2023-12-31	$5,344,804	21,510	-9.8%	Shares	Sole	2024-02-14
2023-09-30	$5,964,243	23,836	+146.0%	Shares	Sole	2024-02-14
2023-06-30	$2,536,289	9,689	-56.9%	Shares	Sole	2023-09-26
2023-03-31	$4,667,435	22,498	+4.1%	Shares	Sole	2023-05-16
2022-12-31	$2,660,934	21,602	-1.8%	Shares	Sole	2023-02-13
2022-09-30	$5,837,356	22,007	+195.8%	Shares	Sole	2022-11-17
2022-06-30	$5,010,244	7,440	-38.1%	Shares	Sole	2022-08-16
2022-03-31	$12,950,596	12,018	+15.0%	Shares	Sole	2022-05-24
2021-06-30	$7,102,866	10,450	+0.7%	Shares	Sole	2021-08-19
2021-03-31	$6,929,104	10,374	-9.3%	Shares	Sole	2021-05-12
2020-12-31	$8,067,218	11,432	-11.8%	Shares	Sole	2021-02-26
2020-09-30	$5,559,110	12,958	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.